Family Legacy

Legacy can be a confusing topic. A popular song has everyone singing, “I don’t want to leave a legacy.” Is wanting to…

I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families…

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…

A study on leaving a legacy found most people evaluate a life well lived in terms of loving relationships and social impact…

Frank will tell you that he never had a strategic plan. He just always did what God put in front of him….

You never know who you’ll end up sitting next to when you fly. But whether you think about it or not, your…

She titled it simply: “How to Buy Happiness.” Wait a second, you say, money can’t buy happiness! There’s some truth to that,…

In family businesses, the startup season is often marked by struggle and interdependence. Families have to pull together, tighten their belts, sweat…

Drafting an estate plan isn’t something most people get excited about. I don’t know many who are eager to think about their…

Legacy is a mindset. But what “legacy mindset” must you have in order to succeed? When AJ began his business, he began…

Families with a multi-generational vision know that it takes buy-in from the members of the family “team.” Generation 1 may have dreamed…

A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have…